Delete Document Templates
To delete a document template, follow these steps:
1. Go to the Documents page.
2. Hover over the document template you wish to delete.
3. Click on the three-dotted icon located in the top-right corner of the template.
4. Select the "Delete" option from the drop-down menu.
5. Confirm the action when prompted.
After following these steps, the document template will be deleted from the system.
VIDEO DEMO:
Related Articles
View & Copy from existing designs in Document Templates
VIEW ALL YOUR TEMPLATES Go to the left panel in the document template design area. Click on "Templates" to see a list of all document templates created for your team under the "My Design" tab. The document templates are grouped into categories for ...
Reusing Content and Design in the Document Templates
WHAT ARE REUSABLES? Reusable elements are components within a document that can include text, images, and various design elements, designed for repeated use. Once a particular design section is created, it can be saved for future use in different ...
Using a Ruler in a Document Template
The ruler feature in document templates allows for precise positioning of elements within the document. To enable or disable the ruler, simply click on the ruler switch located in the top right corner of the design area. To position an element ...
Deleting Phone Call Templates
DELETING A PHONE CALL TEMPLATE To delete a Phone call template, follow these steps: Go to the menu option on the left. Click on Design System, select Short Messages. Click on the Voice Message button and go the Voice Message page. Hover over the ...
Master Elements - What are they and How to use?
Master elements in Perfect Doc Studio are pre-designed elements that can be used as building blocks for creating custom templates for various types of communications, including documents and emails. These elements are provided out of the box to help ...